HeadlinesNewsquawk Staff26 Aug 2026, 17:14 UTC

Newsquawk Daily US Earnings Estimates - 27th August 2026: ADSK, MRVL

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US Market Open, 26 Aug, 10:05 UTC. It led with:

Iran's Deputy Foreign Minister Gharibabadi details a temporary arrangement between Iran and Oman concerning the Strait of Hormuz while asserting that reopening of the waterway hinges on the realisation of Tehran's demands, according to Press TV.
European bourses are mildly firmer; Intuit -11% after disappointing guidance.

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Moved markets · 8 Oct, 08:30 UTC

Fed’s Waller (voter) says more rate hikes are likely needed to tame inflation, but there is flexibility over the pace and hikes do not need to be consecutive.

DXY, after we published+0.1%

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S&P 500

Dollar Tree Inc. (DLTR) EPS (exp. 1.13), Revenue (exp. 4.85bln), Next Qtr. EPS (exp. 1.40), Next Qtr. Rev. (exp. 5.05bln), Current FY EPS (exp. 7.04), Current FY Rev. (exp. 20.64bln), Next FY EPS (exp. 7.76), Next FY Rev. (exp. 21.87bln) 11:30BST/06:30EDT

Hormel Foods (HRL) EPS (exp. 0.35), Revenue (exp. 3.03bln), Next Qtr. EPS (exp. 0.40), Next Qtr. Rev. (exp. 3.20bln), Current FY EPS (exp. 1.50), Current FY Rev. (exp. 12.24bln), Next FY EPS (exp. 1.58), Next FY Rev. (exp. 12.36bln) 11:30BST/06:30EDT

Dollar General (DG) EPS (exp. 2.01), Revenue (exp. 11.19bln), Next Qtr. EPS (exp. 1.38), Next Qtr. Rev. (exp. 11.10bln), Current FY EPS (exp. 7.39), Current FY Rev. (exp. 44.41bln), Next FY EPS (exp. 8.04), Next FY Rev. (exp. 46.28bln) 11:50BST/06:50EDT

Best Buy Co. Inc. (BBY) EPS (exp. 1.37), Revenue (exp. 9.58bln), Next Qtr. EPS (exp. 1.40), Next Qtr. Rev. (exp. 9.66bln), Current FY EPS (exp. 6.60), Current FY Rev. (exp. 42.04bln), Next FY EPS (exp. 7.07), Next FY Rev. (exp. 42.60bln) 12:00BST/07:00EDT

Workday Inc. (WDAY) EPS (exp. 2.61), Revenue (exp. 2.64bln), Next Qtr. EPS (exp. 2.64), Next Qtr. Rev. (exp. 2.70bln), Current FY EPS (exp. 10.77), Current FY Rev. (exp. 10.67bln), Next FY EPS (exp. 12.63), Next FY Rev. (exp. 11.85bln) 21:00BST/16:00EDT

Autodesk Inc. (ADSK) EPS (exp. 3.12), Revenue (exp. 2.01bln), Next Qtr. EPS (exp. 3.15), Next Qtr. Rev. (exp. 2.08bln), Current FY EPS (exp. 12.58), Current FY Rev. (exp. 8.20bln), Next FY EPS (exp. 14.17), Next FY Rev. (exp. 9.05bln) 21:00BST/16:00EDT

Marvell Technology Inc. (MRVL) EPS (exp. 0.93), Revenue (exp. 2.71bln), Next Qtr. EPS (exp. 1.08), Next Qtr. Rev. (exp. 3.03bln), Current FY EPS (exp. 4.06), Current FY Rev. (exp. 11.55bln), Next FY EPS (exp. 6.30), Next FY Rev. (exp. 16.81bln) 21:05BST/16:05EDT

Ulta Beauty Inc. (ULTA) EPS (exp. 6.19), Revenue (exp. 2.98bln), Next Qtr. EPS (exp. 5.78), Next Qtr. Rev. (exp. 3.00bln), Current FY EPS (exp. 28.79), Current FY Rev. (exp. 13.24bln), Next FY EPS (exp. 31.93), Next FY Rev. (exp. 13.95bln) 21:05BST/16:05EDT

Nasdaq 100

Other

Affirm Holdings Inc. (AFRM) EPS (exp. 0.35), Revenue (exp. 1.11bln), Next Qtr. EPS (exp. 0.35), Next Qtr. Rev. (exp. 1.16bln), Current FY EPS (exp. 1.25), Current FY Rev. (exp. 4.20bln), Next FY EPS (exp. 1.80), Next FY Rev. (exp. 5.28bln) 21:10BST/16:10EDT

Gap Inc. (GAP) EPS (exp. 0.48), Revenue (exp. 3.69bln), Next Qtr. EPS (exp. 0.80), Next Qtr. Rev. (exp. 3.98bln), Current FY EPS (exp. 2.32), Current FY Rev. (exp. 15.51bln), Next FY EPS (exp. 2.54), Next FY Rev. (exp. 15.98bln) 21:15BST/16:15EDT

What it means

1 min read

This is the standard daily estimates run, so the event risk is known and the framework is what matters. The slate splits cleanly by session and by read-through. Pre-open is a consumer block: the dollar stores and Best Buy have historically traded as a proxy for the lower-income consumer and trade-down dynamics, where same-store sales and margin commentary have mattered more than the headline EPS, and where guidance resets have produced outsized single-stock moves relative to the print itself. Hormel sits on the staples side, where volumes versus pricing has been the recurring fault line across packaged food. Post-close is the heavier index risk: Autodesk and Workday are enterprise software, where the market has consistently punished in-line quarters paired with soft forward guidance, and billings and remaining performance obligations have been the lines that move the stock rather than reported EPS. Marvell is the AI-adjacent semiconductor in the group, where custom silicon and data centre commentary have tended to set the tone for the broader accelerator supply chain read-through, and peer sympathy moves in that space have been the established pattern. Affirm rounds out the consumer-credit angle, where delinquency and funding commentary have driven reactions. The standard sequence applies: after-hours movers gap, conference calls refine, and the next session's opening breadth tells whether it stays idiosyncratic.

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